Cleveland Chapter
Hosts 7th Annual Scholarship Golf Outing
On September 18, TEI’s Cleveland Chapter hosted its Seventh Annual Scholarship Golf Outing at Signature of Solon Country Club. This year’s outing included twenty-seven teams sponsored by seventeen firms, a new record for the chapter. Proceeds from the golf outing support scholarships for students who have an interest in a…
Josephine (Josie) Scalia
Josephine (Josie) Scalia developed an interest in tax in her first year at a Big Four accounting firm. Here’s her backstory: “I originally started my career in audit. When my husband and I decided to accept an opportunity to work in the US, I knew that we would need to… Read more »
Generative AI in Corporate Tax Departments
A recent report by Thomson Reuters highlights the use of generative artificial intelligence (AI) tools in legal, corporate, and tax environments. Among findings in related fields, the report, titled “Future of Professionals: ChatGPT and Generative AI in Legal, Corporate & Tax Markets,” explores whether, in particular, corporate tax departments are… Read more »
Transfer Pricing Operations and Compliance for In-House Tax Professionals
Even if you’re a smaller organization, don’t assume you won’t be audited or targeted
Transfer pricing has never been more important for in-house tax professionals to address, from compliance and analysis to overall tax planning. However, transfer pricing rules change rapidly and globally, largely as a result of the work of the Organisation for Economic Co-operation and Development (OECD) on the base erosion and…
TEI Submits Comments on Canada’s Proposed GAAR Penalty
On September 8, TEI submitted comments to the Canadian Department of Finance regarding the department’s proposed tax penalty for transactions held subject to Canada’s general anti-avoidance rule (GAAR). TEI’s comments focused on the need for the GAAR penalty to have a true due diligence defense to its imposition and include… Read more »
Acknowledgments
TEI gratefully acknowledges the support of its sponsors. Their financial support enables TEI to maintain a rich program of value-added education, networking, and advocacy activities for the in-house tax community. Exclusive Affinity Partner Thomson Reuters Platinum ADP Inc. Andersen Baker McKenzie Bloomberg Tax & Accounting CAC Specialty Crowe LLP… Read more »
TEI’s 75th Anniversary: Celebrating Our History & Embracing Future Change
Amazing, memorable, so glad I attended—these are a few of the descriptions used by members, sponsors, and friends to describe their experience of the 75th Anniversary Celebration in New York City! This October’s Annual Conference was distinctly memorable in so many ways. It was held in the Big Apple where… Read more »
TEI Files Comments on Canada’s Proposed Pillar Two Legislation
On September 29, TEI submitted comments to the Department of Finance Canada regarding its proposed legislation to implement Pillar Two of the Organisation for Economic Co-operation and Development’s project on the taxation of the digitization of the economy. Canada’s legislation, titled the Global Minimum Tax Act, encompasses most, but not… Read more »
PwC Tax Tech Leader Talks About Tax Technology & Tax Technologists
Tax technology turns over seemingly every couple of months, and, as a result, the role of the tax technologist is being transformed in real time. We wanted an inside perspective on these developments, so Michael Levin-Epstein, senior editor of Tax Executive, interviewed Nolan Ogden, PwC’s US tax technology leader, who… Read more »
International Tax Competitiveness 2023
Every year, the Tax Foundation updates its index of international tax competitiveness—an evalution of how the member countries in the Organisation for Economic Co-operation and Development structure their tax systems. The index defines a competitive tax code as “one that keeps marginal tax rates low” and, to inform its rankings,… Read more »
The Fringe Benefit Rules Applicable to Protecting Executives Since the 2024 murder of Brian Thompson, the CEO of…
TEI Roundtable No. 53: Using AI for Tax Law Research As artificial intelligence continues its scorching rise, in-house tax professionals…
Zooming In on Tax Provision Software’s Biggest Benefit It’s no secret that the annual income tax provision is…
Opportunity Knocks: Resolving Tax Issues in the Current IRS Environment Decades of underfunding and hiring freezes have thoroughly depleted the…
Nurturing the Future of TEI My presidency came at a pivotal time for TEI and…
The View From Above Authors’ note. This article was prepared on April 22, updated…